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# ![@notpowellss___ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1990468500125855746.png) @notpowellss___ Powellsportfolio

Powellsportfolio posts on X about ceo, $mrvl, $cmps, $nflx the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1990468500125855746/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1990468500125855746/c:line/m:interactions.svg)

- X Week XXXXXX +112%

### Mentions: XX [#](/creator/twitter::1990468500125855746/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1990468500125855746/c:line/m:posts_active.svg)

- X Week XX +11%

### Followers: XXX [#](/creator/twitter::1990468500125855746/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1990468500125855746/c:line/m:followers.svg)

- X Week XXX +12%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1990468500125855746/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1990468500125855746/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [exchanges](/list/exchanges)  #5074 [travel destinations](/list/travel-destinations)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[ceo](/topic/ceo) #2699, [$mrvl](/topic/$mrvl) #12, [$cmps](/topic/$cmps) #3, [$nflx](/topic/$nflx) 7.84%, [$cwan](/topic/$cwan) #3, [strong](/topic/strong) 7.84%, [ai](/topic/ai) 5.88%, [$snps](/topic/$snps) #83, [$avav](/topic/$avav) #43, [acquisition](/topic/acquisition) XXXX%

**Top accounts mentioned or mentioned by**
[@hap0606](/creator/undefined) [@shan_ziel](/creator/undefined) [@shanziel](/creator/undefined) [@therocktrading](/creator/undefined) [@auster720](/creator/undefined) [@gpjthomas](/creator/undefined) [@martijnde_boer](/creator/undefined)

**Top assets mentioned**
[Marvell Technology Inc (MRVL)](/topic/$mrvl) [Netflix Inc (NFLX)](/topic/$nflx) [Clearwater Analytics Holdings, Inc. (CWAN)](/topic/$cwan) [Synopsys, Inc. (SNPS)](/topic/$snps) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Rambus Inc (RMBS)](/topic/$rmbs) [Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Clear Secure, Inc. (YOU)](/topic/$you) [Spotify Technology (SPOT)](/topic/$spot) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [JPMorgan Chase (JPM)](/topic/$jpm) [Broadcom, Inc. (AVGO)](/topic/$avgo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Ethereum (ETH)](/topic/$eth) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Arista Networks Inc (ANET)](/topic/$anet) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Datadog Inc (DDOG)](/topic/$ddog) [Now Coin (NOW)](/topic/$now) [Salesforce Inc (CRM)](/topic/$crm) [Adobe, Inc. (ADBE)](/topic/$adbe)
### Top Social Posts
Top posts by engagements in the last XX hours

"$NFLX and $WBD Acquisition Move Netflix has signed a deal to acquire Warner Bros. Discovery's film and streaming divisions for an enterprise value of $XXXX billion marking a massive consolidation play in Hollywood that brings iconic franchises like Harry Potter Game of Thrones HBO Max and DC Comics into its portfolio. The agreement outmaneuvers rivals such as Comcast and Paramount Skydance following Warner Bros. Discovery's separation of its cable TV networks with completion targeted within 12-18 months. By preserving Warner Bros.' theatrical operations Netflix aims to vastly expand its"  
[X Link](https://x.com/notpowellss___/status/1998458821040050298)  2025-12-09T18:24Z XXX followers, XXX engagements


"JP Morgan on $MRVL $JPM reitrates Overweight and $XXX price target. And theyre saying that Marvell dont losing market share"  
[X Link](https://x.com/notpowellss___/status/1998024818998833481)  2025-12-08T13:40Z XXX followers, 6691 engagements


"Rambus Inc. $RMBS is a fabless semiconductor company providing high-performance memory interface chipsets IP licensing and security solutions. It targets hyperscalers (Amazon AWS Google Cloud Microsoft Azure) memory manufacturers (Samsung Micron SK Hynix) and OEMs (Intel AMD Nvidia Dell/HP) specifically for AI data centers. With XX years of experience Rambus holds around 20-25% share in the AI memory interface market; its market cap is approximately $XXXX billion. Business Model and Product Portfolio Revenue breakdown: In Q3 2025 royalties accounted for 30-40% ($41 million IP licensing)"  
[X Link](https://x.com/notpowellss___/status/1998112310481518679)  2025-12-08T19:27Z XXX followers, 2968 engagements


"Clear Secure $YOU founded in 2003 is a U.S.-based biometric identity verification technology company listed on NYSE under the symbol YOU. The company is known for its CLEAR Plus subscription service which provides fast and secure passage at airports stadiums and events by using biometric data such as fingerprints iris scans and facial recognition to expedite traditional identity checks. Its platform consists of a front-end (enrollment verification connectivity) and back-end infrastructure expanded with a mobile app reservation tools and B2B solutions. Products and Revenue Sources: The primary"  
[X Link](https://x.com/notpowellss___/status/1998120276681429347)  2025-12-08T19:59Z XXX followers, 1789 engagements


"Everybody was seeing $AVGO as a big Winner in ASICs. Yes theyre taking the biggest share in the sector but they cant take all slices. Because thats impossible look at $NVDA. Theyre losing some share to $AMD. Market has thought $AVGO as the only winner of ASICs. So market was wrong And $MRVL will probably take the METAs Iris project"  
[X Link](https://x.com/notpowellss___/status/1999415310424637890)  2025-12-12T09:45Z XXX followers, XXX engagements


"$CMPS Compass Pathways is based in London and its CEO Kabir Nath is a highly respected figure in the healthcare sector. The company is working to develop a drug that is many times more effective than existing depression drugs and as harmless as possible based on psilocybin mushroom primarily for depression and other psychiatric disorders. They are currently in Phase X and Department of Health Secretary Kennedy is quite favorably views psilocybin-derived drugs. Therefore FDA approval is not a difficult target. Some analysts (especially the HC Wainwright side which trusts the company the most)"  
[X Link](https://x.com/notpowellss___/status/1992251656201752833)  2025-11-22T15:19Z XXX followers, 1849 engagements


"Someone has bought X million $S SentinelOne shares after Earnings Report"  
[X Link](https://x.com/notpowellss___/status/1996809549240824076)  2025-12-05T05:11Z XXX followers, 3178 engagements


"$CWAN Starboard has taken a stake in Clearwater Analytics"  
[X Link](https://x.com/notpowellss___/status/1998381285807403355)  2025-12-09T13:16Z XXX followers, 1294 engagements


"It was a good swing trade for me %20 up in the last week. $YOU"  
[X Link](https://x.com/notpowellss___/status/1999489110659203395)  2025-12-12T14:38Z XXX followers, XXX engagements


"I added to all my small caps $ASPI $CCCX $CMPS. And bought up some $S 📉"  
[X Link](https://x.com/notpowellss___/status/1996952185964232711)  2025-12-05T14:37Z XXX followers, 1175 engagements


"$ETH may touch 4000$ before end of the year. QE is back and $SPY $QQQ is back to neutral emotion. Were not in fear anymore after many weeks"  
[X Link](https://x.com/notpowellss___/status/1999226176133358066)  2025-12-11T21:13Z XXX followers, XXX engagements


"Which one should i analyse and post on X $NFLX or $SPOT"  
[X Link](https://x.com/notpowellss___/status/1997767560138211729)  2025-12-07T20:37Z XXX followers, XXX engagements


"Oppenheimer on $CMPS"  
[X Link](https://x.com/notpowellss___/status/1998502984615911713)  2025-12-09T21:20Z XXX followers, 1344 engagements


"Compass Pathways looks so strong in the last days. We touched 7$ today. Im predicting that we may reach +15$ in 2026. Because were going to have Phase X data in Q1 2026. Im holding $CMPS for X years and Ill keep holding X more years"  
[X Link](https://x.com/notpowellss___/status/1999225001946341421)  2025-12-11T21:09Z XXX followers, XXX engagements


"$CMPS hit the XX week high today $XXXX now"  
[X Link](https://x.com/notpowellss___/status/1999494301286338766)  2025-12-12T14:59Z XXX followers, XXX engagements


"Synopsys Inc. $SNPS is one of the two global leaders in Electronic Design Automation (EDA) providing essential tools and IP for designing advanced semiconductors and with the Ansys integration now offering engineering solutions from chip to full system. The company stands out with high profitability (around 3840% nonGAAP operating margin) and doubledigit revenue growth and has clear levers for reaccelerating growth through its AIdriven EDA platform and Ansys synergies. Business Model and Segments Synopsys business model is built primarily on longterm software licenses maintenance and"  
[X Link](https://x.com/notpowellss___/status/1998456498117054589)  2025-12-09T18:15Z XXX followers, XXX engagements


"Probably ill take a position in $RMBS. And Ill add this name instead of $CWAN. Im waiting until Clearwater has been sold. But i can take a little position as a start"  
[X Link](https://x.com/notpowellss___/status/1999062858748006419)  2025-12-11T10:25Z XXX followers, XXX engagements


"@Hap0606 Yes definitely. I wouldnt like to invest in another cybersec stock instead of SentinelOne. Maybe $RBRK but others have premium valuations"  
[X Link](https://x.com/notpowellss___/status/1999518516672623010)  2025-12-12T16:35Z XXX followers, XXX engagements


"Im focusing now on $S earnings report which will be reported on Thursday after market closed. Ill post today $MRVL ER review and SentinelOnes pre-earnings review. And to be honest Matt was incredible on the earnings call"  
[X Link](https://x.com/notpowellss___/status/1996072904333681090)  2025-12-03T04:24Z XXX followers, XXX engagements


"Everything looks good except Q4 Guidance. It's about X million Dollars miss but profitability looks good. I'm waiting for the Conference Call and the speech of CEO Tomer Weingarten. $S SentinelOne"  
[X Link](https://x.com/notpowellss___/status/1996691509152817487)  2025-12-04T21:22Z XXX followers, 2215 engagements


"😮😮😮 Did we dip today $S SentinelOne is trying to continue for living"  
[X Link](https://x.com/notpowellss___/status/1996994000382054820)  2025-12-05T17:24Z XXX followers, XXX engagements


"@auster720 Im not sure but Ill probably add $NFLX after $CWAN buyout. $CWAN will be bought by Warburg Pincus or Thoma Bravo"  
[X Link](https://x.com/notpowellss___/status/1997262413742367154)  2025-12-06T11:10Z XXX followers, XXX engagements


"Im looking now for X stocks because $CWAN will be sold in 2-3 weeks. And there is an acquisition opportunity for $S too. So from now im doing my plan. These are my candidates $ANET $NFLX $HOOD $NOW $AVAV $CRM $DDOG $SPOT $CDNS Profitability means much for me while searching"  
[X Link](https://x.com/notpowellss___/status/1997322079587188964)  2025-12-06T15:07Z XXX followers, XXX engagements


"Which one should i analyse and post on X $SNPS or $CDNS"  
[X Link](https://x.com/notpowellss___/status/1997767470472429761)  2025-12-07T20:37Z XXX followers, XXX engagements


"Were up %6 from the bottom line I hope this movement wont stop SentinelOne deserves more than 15$. $S"  
[X Link](https://x.com/notpowellss___/status/1998422297284424189)  2025-12-09T15:59Z XXX followers, XXX engagements


"$EOSE can report strong Q4 ER Report Q4 Revenue Expectation= $93.4M Q4 EPS Expectation= (0.28) YoY Revenue Growth Forecast is around %1200 Because of that i have grabbed some $EOSE shares"  
[X Link](https://x.com/notpowellss___/status/1998748138673250701)  2025-12-10T13:34Z XXX followers, XXX engagements


"Good Results Strong revenue Growth %38 YoY. $SNPS is up %6 just yesterday i posted about Synopsys"  
[X Link](https://x.com/notpowellss___/status/1998863379621097494)  2025-12-10T21:12Z XXX followers, XXX engagements


"Double digit growth Is $ADBE really back Everything looks quite enough I wouldnt sell this ER. Maybe CEO and CFO can speak positive about the Outlook"  
[X Link](https://x.com/notpowellss___/status/1998865407554548064)  2025-12-10T21:20Z XXX followers, XXX engagements


"$MRVL is the cheapest stock in the Semiconductor Sector. Just watch this CEO has said everything about Marvells Future. We dont have to talk more about it"  
[X Link](https://x.com/notpowellss___/status/1999141113144197503)  2025-12-11T15:35Z XXX followers, 1217 engagements


"With this quarter $MRVL will be affordable for entering S&P XXX Index. This company deserves it"  
[X Link](https://x.com/notpowellss___/status/1995926347105890597)  2025-12-02T18:41Z XXX followers, 1306 engagements


"SentinelOne Q3 FY26 Results Review Revenue $258.9M +23% ARR $1055.3M +23% GAAP Gross Margin XX% Down from XX% Non-GAAP Gross Margin XX% Down from XX% GAAP Operating Margin (28)% Improved from (42)% Non-GAAP Operating Margin X% Improved from (5)% Free Cash Flow $15.9M Positive vs negative prior year Guidance for Q4 FY26 SentinelOne guided Q4 FY26 revenue at XXX million (vs. $XXX million) and full FY26 revenue at $XXXXX billion with non-GAAP operating margins of X% and X% respectively. Everything is okay except THE GUIDANCE I think our AMAZING CEO Tomer gives the guidance more conservative"  
[X Link](https://x.com/notpowellss___/status/1996964235901829614)  2025-12-05T15:25Z XXX followers, 3185 engagements


"$ASPI Paul Mann returns as CEO of ASP Isotopes"  
[X Link](https://x.com/notpowellss___/status/1998401277408030731)  2025-12-09T14:36Z XXX followers, XXX engagements


"$AVAV is falling after these results. Theyre not amazing but not the worst. Its on my watchlist"  
[X Link](https://x.com/notpowellss___/status/1998505129142837667)  2025-12-09T21:28Z XXX followers, 1108 engagements


"$AVAV is %10 down now. Ill be a buyer when the price reaches 200$"  
[X Link](https://x.com/notpowellss___/status/1998802229122499029)  2025-12-10T17:09Z XXX followers, XXX engagements


"I have grabbed more $EOSE shares on the same day Thats a cool coincidence"  
[X Link](https://x.com/notpowellss___/status/1999223765662880071)  2025-12-11T21:04Z XXX followers, XXX engagements


"@Hap0606 Thats right. Because Fortinet is worse in AI platforms. And their growth expectations are worse than $S"  
[X Link](https://x.com/notpowellss___/status/1999522536556568728)  2025-12-12T16:51Z XXX followers, XX engagements